RWM
Ritholtz Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
27,936
+4,782
| +21% | +$552K | 0.07% | 185 |
|
|
2025
Q1 | $2.21M | Sell |
23,154
-6,752
| -23% | -$645K | 0.07% | 230 |
|
|
2024
Q4 | $3.18M | Buy |
29,906
+2,951
| +11% | +$314K | 0.09% | 142 |
|
|
2024
Q3 | $2.16M | Buy |
26,955
+7,879
| +41% | +$631K | 0.07% | 213 |
|
|
2024
Q2 | $1.26M | Sell |
19,076
-2,222
| -10% | -$147K | 0.04% | 295 |
|
|
2024
Q1 | $1.64M | Buy |
21,298
+8,765
| +70% | +$676K | 0.06% | 234 |
|
|
2023
Q4 | $976K | Buy |
12,533
+2,213
| +21% | +$172K | 0.04% | 324 |
|
|
2023
Q3 | $563K | Buy |
10,320
+763
| +8% | +$41.6K | 0.03% | 428 |
|
|
2023
Q2 | $617K | Buy |
9,557
+2,603
| +37% | +$168K | 0.03% | 385 |
|
|
2023
Q1 | $333K | Buy |
+6,954
| New | +$333K | 0.02% | 493 |
|
|
2022
Q4 | – | Sell |
-8,365
| Closed | -$225K | – | 714 |
|
|
2022
Q3 | $225K | Buy |
+8,365
| New | +$225K | 0.01% | 634 |
|
|
2022
Q2 | – | Sell |
-633
| Closed | -$428K | – | 595 |
|
|
2022
Q1 | $428K | Sell |
633
-100
| -14% | -$67.6K | 0.03% | 335 |
|
|
2021
Q4 | $1.01M | Buy |
733
+43
| +6% | +$59.3K | 0.06% | 168 |
|
|
2021
Q3 | $935K | Buy |
690
+52
| +8% | +$70.5K | 0.06% | 155 |
|
|
2021
Q2 | $932K | Buy |
638
+72
| +13% | +$105K | 0.07% | 152 |
|
|
2021
Q1 | $626K | Buy |
566
+143
| +34% | +$158K | 0.05% | 175 |
|
|
2020
Q4 | $479K | Buy |
423
+140
| +49% | +$159K | 0.05% | 173 |
|
|
2020
Q3 | $290K | Buy |
283
+57
| +25% | +$58.4K | 0.03% | 213 |
|
|
2020
Q2 | $215K | Buy |
+226
| New | +$215K | 0.03% | 231 |
|